| Total AUM | $464.3M |
| Discretionary | $265.1M57% of AUM |
| Non-Discretionary | $199.2M |
| Client Accounts | 283 |
| Avg Account Size | $1.6M |
| Employees | 3 |
| Peak AUM | $471.9MJan 2019 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $464M | +0.3% | +12.9% | +2.4% | |
| Discretionary AUM | |||||
| Total AUM | $464.3M |
| Discretionary | $265.1M |
| Employees | 3 |
| Client Accounts | 283 |
Address
45 EXECUTIVE DRIVE
PLAINVIEW NY 11803
Phone
516-887-4433
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$265M
57.1% of AUM
Non-Discretionary
$199M
42.9% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
| +11.1% /yrover 22 yrs · 31 filings |
Total AUM
$464M
| $265M |
| +2.0% |
| +12.0% |
| +6.8% |
| Non-Disc. AUM | $199M | 1.9% | +14.3% | 2.1% |
| Total Accounts | 283 | +1.4% | +2.5% | +0.8% |
| Avg Account Size | $2M | 1.1% | +10.2% | +1.6% |
| Employees | 3 | 0.0% | 0.0% | 9.7% |
| AUM / Employee | $155M | +0.3% | +12.9% | +13.4% |
Client AUM Segments | |||||
| Wealth AUM | $52M | 2.4% | 32.0% | — | |
| Institutional AUM | $412M | +0.6% | +38.0% | 0.0% | |
Client Count Segments | |||||
| HNW Clients | 67 | 10.7% | 15.5% | — | |
| Institutional | 216 | +5.9% | +12.4% | 4.5% | |